Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
2025
Q1
$542K Sell
2024
Q4
$542K Sell
2024
Q3
$800K Sell
2024
Q2
$680K Buy
2024
Q1
$582K Sell
2023
Q4
$567K Sell
2023
Q3
$560K Buy
2023
Q2
$507K Buy
2023
Q1
$443K Buy
2022
Q4
$330K Buy
2022
Q3
$228K Buy